Markets Defy Gravity: Rates Up, Stocks Higher

Markets Defy Gravity: Rates Up, Stocks Higher

From What's Next For Markets by Michael Kantrowitz

May 10, 2026 · 14 min

About this episode

Emily discusses the surprising resilience of the stock market amidst rising interest rates and oil prices.

In this episode, Emily breaks down a week where stocks hit all-time highs even as interest rates and oil prices moved higher. So what’s really going on? The answer lies beneath the surface. Despite constant headline noise and investor skepticism, the underlying story is clear; this market rally is broader, stronger, and more fundamentally driven than many realize. The big question—can it continue? For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

People in this episode

Host: Michael Kantrowitz

Guest: Emily

Topics covered

  • stock market
  • interest rates
  • oil prices
  • market rally
  • investor skepticism

Keywords

  • stocks
  • interest rates
  • oil prices
  • market rally
  • investor sentiment

Mentioned in this episode

Organizations: Piper Sandler

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